Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSG 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 ISCB 1000.00%
5 IWV 1000.00%
6 IWR 1000.00%
7 ISCG 1000.00%
8 IWP 1000.00%
9 ITOT 1000.00%
10 IWF 1000.00%
11 IWB 1000.00%
12 PSCI 2.48%
13 FFTY 2.33%
14 XSMO 2.14%
15 GRNR 1.23%
16 FXR 0.93%
17 RZG 0.92%
18 IJT 0.90%
19 VIOG 0.86%
20 SLYG 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.48M (17.20%) 406.05K
Increased by +3.54%
Sep 30, 23
2 Vanguard Group Inc 7.49M (11.22%) 343.85K
Increased by +4.59%
Sep 30, 23
3 Kayne Anderson Rudnick Investment Management LLC 4.39M (6.57%) -121.53K
Decreased by -2.77%
Sep 30, 23
4 Conestoga Capital Advisors, LLC 3.33M (4.99%) 16.60K
Increased by +0.50%
Sep 30, 23
5 State Street Corporation 2.33M (3.48%) 102.32K
Increased by +4.40%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 2.06M (3.09%) -175.62K
Decreased by -8.51%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 1.74M (2.61%) -136.45K
Decreased by -7.83%
Sep 30, 23
8 Geneva Capital Management 1.69M (2.53%) -5.19K
Decreased by -0.31%
Sep 30, 23
9 Ameriprise Financial Inc 1.61M (2.41%) 468.68K
Increased by +29.17%
Sep 30, 23
10 Amvescap Plc. 1.60M (2.40%) 114.37K
Increased by +7.13%
Sep 30, 23
11 Geode Capital Management, LLC 1.42M (2.13%) 82.81K
Increased by +5.82%
Sep 30, 23
12 JPMorgan Chase & Co 1.32M (1.98%) -13.38K
Decreased by -1.01%
Sep 30, 23
13 Wasatch Advisors Inc. 975.85K (1.46%) -864.00
Decreased by -0.09%
Sep 30, 23
14 Charles Schwab Investment Management Inc 820.48K (1.23%) 234.79K
Increased by +28.62%
Sep 30, 23
15 Northern Trust Corp 804.18K (1.20%) 8.31K
Increased by +1.03%
Sep 30, 23
16 Goldman Sachs Group Inc 747.40K (1.12%) -92.29K
Decreased by -12.35%
Sep 30, 23
17 Bank of Oklahoma National Association 668.35K (1.00%) 56.00
Increased by +0.01%
Sep 30, 23
18 Westfield Capital Management Company, LP 639.91K (0.96%) -171.64K
Decreased by -26.82%
Sep 30, 23
19 Bank of New York Mellon Corp 622.24K (0.93%) -5.64K
Decreased by -0.91%
Sep 30, 23
20 T. Rowe Price Associates, Inc. 560.37K (0.84%) 4.43K
Increased by +0.79%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.51M (6.76%) 1.73K
Increased by +0.04%
Dec 29, 23
2 Virtus KAR Small-Cap Growth I 3.12M (4.67%) -74.00K
Decreased by -2.37%
Sep 30, 23
3 Conestoga Small Cap Investors 2.33M (3.48%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 2.17M (3.26%) 3.09K
Increased by +0.14%
Nov 30, 23
5 iShares Russell 2000 ETF 1.80M (2.70%) 11.48K
Increased by +0.64%
Dec 29, 23
6 Vanguard Small Cap Index 1.80M (2.69%) 8.27K
Increased by +0.46%
Nov 30, 23
7 Vanguard Small Cap Growth Index Inv 1.01M (1.51%) 5.17K
Increased by +0.51%
Nov 30, 23
8 Conestoga Small Cap Growth 978.75K (1.47%) 55.09K
Increased by +5.63%
Dec 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 972.64K (1.46%) 9.84K
Increased by +1.01%
Nov 30, 23
10 JPMorgan Small Cap Growth A 811.00K (1.22%) 58.33K
Increased by +7.19%
Nov 30, 23
11 Calvert Small-Cap A 697.66K (1.05%) 2.05K
Increased by +0.29%
Nov 30, 23
12 Calvert US Small-Cap Strategy 695.61K (1.04%) -99.15K
Decreased by -14.25%
Sep 30, 23
13 Fidelity® Small Cap Index 653.57K (0.98%) 17.96K
Increased by +2.75%
Oct 31, 23
14 iShares S&P Small-Cap 600 Growth ETF 643.81K (0.96%) 0.00
Increased by 0.00%
Dec 29, 23
15 Wasatch Small Cap Growth Investor 608.61K (0.91%) 0.00
Increased by 0.00%
Sep 30, 23
16 iShares Russell 2000 Growth ETF 601.92K (0.90%) 0.00
Increased by 0.00%
Dec 29, 23
17 Nationwide Geneva Small Cap Gr Instl Svc 596.95K (0.89%) 1.35K
Increased by +0.23%
Sep 30, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 579.30K (0.87%) 2.60K
Increased by +0.45%
Dec 29, 23
19 Invesco OFI Small Cap Growth 573.14K (0.86%) 80.04K
Increased by +13.97%
Sep 30, 23
20 DFA US Small Cap I 560.41K (0.84%) -33.83K
Decreased by -6.04%
Nov 30, 23